Patrons Permissions
Note: Permissions apply to all Destiny products unless otherwise noted.
Patron Management
| Add/Edit patrons
|
Destiny Admin,
District Patrons Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Retrieve, add and edit local patron records in Back Office > Manage Patrons or by using the Edit button, available in various patron lists
|
None |
None |
| Search for patrons across the district
|
Destiny Admin,
District Patrons Manager
|
Retrieve any patron record in the district with a "Search across the district" checkbox in Back Office > Manage Patrons and in the search results list. Add a site association to patrons of other sites using an Add button next to patrons of other sites. |
Requires the Add/Edit patrons permission. |
None |
| Delete patrons
|
Destiny Admin,
District Patrons Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Delete patron records in Back Office > Manage Patrons and in various patron lists. |
None |
None |
| Merge duplicated patron records
|
Destiny Admin,
District Patrons Manager,
Admin
|
Merge patron records in Back Office > Update Patrons > Merge Duplicates |
None |
None |
| Update patrons
|
Destiny Admin,
District Patrons Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Update patron records in Back Office > Update Patrons > on subtabs: Update, Delete and Move Fields.
View job summaries in Back Office >Job Manager. |
None |
The Destiny Admin and (site) Administrator also have access to the Merge Duplicates tab in Back Office > Update Patrons.
A District Patrons Manager has access to Upload Changes for uploading XML files, Merge Duplicates and Move Fields subtabs.
|
| Import patrons
|
Destiny Admin,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Import patron records in Back Office > Import Patrons, import pictures in Back Office > Upload Pictures and view job summaries in Back Office > Job Manager |
None |
None |
| Export patrons
|
Destiny Admin,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Export patron records in Back Office > Export Patrons. View job summaries and download export files in Back Office > Job Manager |
None |
None |
| View patron notes
|
Destiny Admin,
Admin,
Library Admin,
Textbook Admin,
Resource Admin,
Staff
|
View patron notes in the Notes section of the Patron Status page, and in various lists.
|
To view patron notes, the user must also have the View patron status permission. |
None |
Add/edit/
hide/delete patron notes
|
Destiny Admin,
Admin,
Library Admin,
Textbook Admin,
Resource Admin,
Staff
|
Manage patron notes on the Patron Status page. |
Requires the Patron Circulation Info Access -View patron status permission. |
None |
Patron Circulation Info Access
| Barcode not required to find patrons
|
Destiny Admin,
Admin,
Library Admin,
Textbook Admin,
Resource Admin,
Staff
|
Retrieve a patron record by keyword in Circulation using an Only search checkbox and adjacent list that contains fields in a patron record.
In Library Manager's Check Out (only), it also includes retrieving patrons by browsing a list of all patrons.
|
|
Without this permission, users must enter a barcode number to retrieve a patron record in Circulation.
The user must also have at least one of the following permissions to access a page in Circulation:
Check out library materials, Check in library materials, View library fines, View any patron's holds, View any patron's bookings, Check in [media] materials,
Check out resources, Check in resources
View patron status
|
| View patron status
|
Destiny Admin,
Admin,
Library Admin,
Textbook Admin,
Resource Admin,
Staff
|
View a patron's circulation transaction information in Circulation >
Patron Status. Use the Patron Status button in Back Office > Manage Patrons and in various patron lists.
|
None |
None |
| View library items out
|
Destiny Admin,
Admin,
Library Admin
|
View a patron's library checkouts in the "Items Out: Library Materials" section of a patron record in Circulation. |
Requires the View patron status permission. |
Only applies to the following: Destiny Library Manager
|
| View resource items out
|
Destiny Admin,
Admin,
Resource Admin
|
View a patron's resource checkouts in the "Items Out: Resources" section of a patron record in Circulation. |
Requires the View patron status permission. |
Only applies to the following: Destiny Resource Manager |
| View media items out
|
Destiny Admin,
Admin
|
View a patron's media checkouts in the "Items Out: Media" section of a patron record in Circulation. |
Requires the View patron status permission. |
Only applies to the following: Destiny Media Manager (with or without
Destiny Library Manager) |
| View textbook items out
|
Destiny Admin,
Admin,
Textbook Admin
|
View a patron's textbook checkouts in the "Items Out: Textbook" section of a patron record in Circulation. |
Requires the View patron status permission. |
Only applies to the following: Destiny Textbook Manager |
| View patron barcodes
|
Destiny Admin,
Admin
|
View patron barcodes when searching for a patron and during circulation – check out and check in |
Requires the View patron status permission. |
|
Administrative Access
| Generate patron reports
|
Destiny Admin,
District Patrons Manager,
District Reports Creator,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
Staff
|
Generate and view patron reports in Reports > Patron Reports, Report Builder and Report Manager and access Back Office > Job Manager |
To delete reports (jobs), the user must also have the Monitor/delete site's jobs permission.
Users with this permission but without the Add/edit/delete Report Builder - patron reports permission can access and generate custom reports, but not create, edit or delete them.
|
None |
Add/edit/
delete Report Builder - patron reports
|
Destiny Admin,
District Patrons Manager,
District Reports Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Create and manage custom patron reports in Reports > Report Builder.
District managers can create district-wide reports and make reports available to selected sites.
|
Requires the Generate patron reports permission |
None |
| Edit patron passwords/logins
|
Destiny Admin,
District Patrons Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Manage patron user names and passwords in Back Office > Manage Patrons |
Requires the Patron Management - Add/Edit patrons permission. |
None |
| Change patron site preferences
|
Destiny Admin,
District Patrons Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Configure the following setup options in Back Office > Site Configuration > Circulation:
Display patron pictures
Preferred Barcode Symbologies — Patrons
Customize User-Defined Patron Field Names
When searching for patrons in Circulation, display [patron fields].
|
None |
For Site Configuration options that pertain to materials, searching and circulation, see one or more of the following:
Library Materials - Administrative Access - Change library site preferences,
Textbooks - Administrative Access - Change textbook site preferences,
Media - Administrative Access - Change media site preferences or
Resources - Administrative Access - Change resource site preferences.
|
Fine Management
| View patron fines
|
Admin,
Library Admin,
Textbook Admin,
Resource Admin,
Staff
|
View fines in Circulation > Fines and Patron Status, and when viewing patron status in Back Office > Manage Patrons |
None |
None |
| Add patron fines
|
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Add fines in Circulation > Fines and Patron Status, and in Back Office > Manage Patrons |
Requires the View patron fines permissions |
None |
| Pay patron fines
|
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Pay fines in Circulation > Fines and Patron Status, and in Back Office > Manage Patrons |
Requires the View patron fines permissions |
None |
| Waive patron fines
|
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Waive fines in Circulation > Fines and Patron Status, and in Back Office > Manage Patrons |
Requires the View patron fines permissions |
None |
| Delete patron fines
|
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Delete fines in Circulation > Fines and Patron Status, and in Back Office > Manage Patrons |
Requires the View patron fines permissions |
None |
| Globally delete fines
|
Admin |
Delete fines for all students at a school in Back Office > Update Patrons > Excuse Fines |
None |
None |
Self-Empowered Patron Access
| View own status
|
Admin,
Library Admin,
Textbook Admin,
Resource Admin,
Staff,
Teacher,
Patron
|
View a list of one's own checkouts, fines, holds and bookings through My Info. |
None |
None |
| Renew own library materials
|
Admin,
Library Admin
|
Renew one's own library material checkouts in My Info. |
Requires the View own status permission. |
Only applies to the following: Destiny Library Manager. |
| Renew own textbooks
|
Admin,
Textbook Admin
|
Renew one's own textbook checkouts in My Info. |
Requires the View own status permission. |
Only applies to the following: Destiny Textbook Manager. |
| Renew own resources
|
Admin,
Resource Admin
|
Renew one's own resource checkouts in My Info. |
Requires the View own status permission. |
Only applies to the following: Destiny Resource Manager. |
| Edit own classes (teachers only)
|
Admin,
Textbook Admin,
Resource Admin,
Teacher
|
In the Currently Teaching section of the teacher's Patron Status page in My Info, for the classes a teacher is assigned to, they can transfer checked-out copies to another class or to another teacher's class.
Also, they can view basic patron information for students who have been reassigned textbooks.
|
The teacher also needs the View own status permission. |
Only applies to the following: Destiny Resource Manager and Destiny Textbook Manager.
To be considered a "teacher" by Destiny, the Currently Teaching checkbox in the patron record must be selected.
|
| Place hold for self from Catalog
|
Admin,
Library Admin,
Teacher,
Patron
|
Place a hold request for oneself on a title details page in the Catalog. |
None |
Only applies to the following: Destiny Library Manager |
| Place reserve for self from Catalog
|
Admin,
Library Admin
|
Place a reserve on library materials for oneself from the Catalog. |
Requires the Place hold for self from Catalog permission. |
Only applies to the following: Destiny Library Manager |
| Book media for self from Catalog
|
Admin,
Library Admin,
Teacher
|
Book district media materials for oneself |
None |
Only applies to the following: Destiny Media Manager.
|
| Edit/extend bookings for self from My Info
|
Admin,
Library Admin
|
Change loan periods and extend (renew) one's own district media bookings. |
Requires the Self-Empowered Patron Access -Book media for self from Catalog permission. |
Only applies to the following: Destiny Media Manager.
|
| Create multiple Lists
|
District Library Cataloger,
District Textbooks Manager,
District Resource Manager,
District Reports Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin,
Teacher
|
Create additional Resource Lists |
Requires the Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media, or Resource. |
None |
| Publish My Lists
|
District Library Cataloger,
District Textbooks Manager,
District Resource Manager,
District Reports Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin,
Teacher
|
Make one's Resource Lists available to others having the View Public Lists permission. |
Requires the Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. |
None |
| Publish My Lists across the District
|
District Library Cataloger,
District Textbooks Manager,
District Resource Manager,
District Reports Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Make one's Resource Lists available throughout the district to others having the View District Public Lists permission. |
Requires the Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. |
None |
| Share ownership of My Lists
|
District Library Cataloger,
District Textbooks Manager,
District Resource Manager,
District Reports Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
A Resource List owner can add other patrons as co-owners to a list. Shared lists will appear on co-owner’s Resource Lists. |
To access Catalog > Resource Lists, the user must have the Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource tabs. |
None |
| Save and Email List
|
District Library Cataloger,
District Textbooks Manager,
District Resource Manager,
District Reports Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Save a Resource List as a text file, and email a List. |
To access Catalog > Resource Lists, the user must have an Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resources.
"Email this List" only appears if an SMTP (mail) server is set up on the "Edit <district name>" page.
|
None |
| View Local Public Lists
|
District Library Cataloger,
District Textbooks Manager,
District Resource Manager,
District Reports Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin,
Teacher
|
View local Resource Lists made public by their owner |
To access Catalog > Resource Lists, the user must have an Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. |
None |
| View District Public Lists
|
District Library Cataloger,
District Textbooks Manager,
District Resource Manager,
District Reports Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin,
Teacher
|
View district Resource Lists made public by their owner |
To access Catalog > Resource Lists, the user must have an Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. |
None |
| Transfer ownership of Public Lists
|
District Library Cataloger,
District Textbooks Manager
,
District Resource Manager,
District Reports Manager,
Admin,
Library Admin,
Textbook Admin,
Resource Admin
|
Transfer Resource Lists to other local users |
To access Catalog > Resource Lists, the user must have an Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. |
None |
| Recommend titles to other users
|
Admin |
Recommend a title to another logged-in user. In MyQuest, they can recommend a title to a non-Friend. |
To access My Info, users must have the View own status permission. |
Only applies to the following: Destiny Library Manager and Destiny Media Manager
|
| Allow comments on recommendations
|
Admin |
Write comments to another logged-in user. In MyQuest, they can recommend a title to a Friend. |
To access My Info, requires the View own status permission. Requires the Recommend titles to other users permission. |
Only applies to the following: Destiny Library Manager |
| Approval not required
|
Admin |
Send recommendations directly to other patrons without approval |
Requires the Recommend titles to other users permission. |
Only applies to the following: Destiny Library Manager
and Destiny Media Manager
|
| Able to create own login and modify password
|
None |
Create their own user name and password. It also lets users change their password and email address. |
You must select Allow patrons to create their user name and password in Back Office > Site Configuration > Circulation. |
None |
| Able to post to social media sites
|
Admin,
Library Admin
|
Click links to social media sites in Destiny Quest |
|
Only applies to the following: Destiny Library Manager |
| Create Help ticket for self
|
Admin,
Resource Manager
|
Create and submit Help tickets in Back Office > Help Ticket or from a resource on My Info page
|
Service Team must be set up in Resource Templates prior to creating Help tickets |
Only applies to the following: Destiny Resource Manager |
|
|